4 Shifts Smart Accountants and Tax Pros Use to Double Their Revenue (Without Working Harder or Taking on New Clients)

In this presentation you will discover:

  • The step-by-step process my clients use to charge premium fees and double their firm revenue without the worry of losing clients.
  • Why giving discounts or doing work for free is the worst strategy to acquire and retain clients. 
  • How you can get paid first and upfront, without ever having to chase clients down for payments and having accounts receivables ever again.
  • The powerful shift my clients use to reclaim 8 hours of sleep every night and regain the excitement for their work by eliminating burnout.
  • And how to do ALL this without grinding 14 hours a day, sacrificing time with their family and friends, and finally go on the long overdue vacations without worrying about losing any business. 

 

Blog Posts

 

5 Ways Accountants Can Establish Trust with Clients

5 Ways Accountants Can Establish Trust with Clients

Do you always feel like the only way accountants can establish trust with clients is by giving away advice for free?  Constantly giving free advice will NOT lead to people paying you. It’s time to do something different: build TRUST with your future clients without...

The Two Best Social Media Platforms for Accountants

The Two Best Social Media Platforms for Accountants

If you’re not careful, social media can be a waste of time. However, if used consistently, social media can change your accounting business! This week’s guest on The Abundant Accountant Podcast, Aleksey Kaplan, is here to share how he changed his accounting firm with...

6 New Ways for Accountants to Get Referrals from Current Clients

6 New Ways for Accountants to Get Referrals from Current Clients

Referrals are one of the best ways to get new business - I get requests all the time asking for creative ways to attract the RIGHT referrals. So what are some new and unique ways to get referrals from current clients, and new ways to gain business? How can you get...

Why Accountants Should Have A Sales System

Why Accountants Should Have A Sales System

I know I’ve told my accounting professional friends before, but it bares repeating: Having a sales system in place is imperative in order to experience the success you dream of in your accounting practice and in your life. But just because I say it doesn’t mean you...

How to Identify Clients That are Ready to Hire You NOW

How to Identify Clients That are Ready to Hire You NOW

I have been working with accounting professionals for several months now, and each and every one of them had the same problem in the beginning: They have no idea how to identify clients that are ready to hire them and don’t take time to qualify their prospects. They...

The Best Ways for Accountants to Get Referral Clients

The Best Ways for Accountants to Get Referral Clients

If you are an accounting professional, some of your very best business should be coming from referrals, especially if you are offering premium services at premium prices. I’ve had a lot of conversations with accounting professionals and almost all agree that getting...

How to Show Your Value as a Trusted Accountant

How to Show Your Value as a Trusted Accountant

Do you ever feel uncomfortable setting your own rates when it comes to your services? It’s a pretty common occurrence for individuals to set their prices low in order to ensure they get the sale, but that’s not helping you or your clients. It’s up to YOU to influence...

The 4 Best Marketing Tactics for Accountants in 2018

The 4 Best Marketing Tactics for Accountants in 2018

Most of the accountants I work with shudder at the thought of having to go out and use marketing tactics for themselves. Many have no idea how to do it, and others don’t really enjoy that part of the business. So when I teach a sales class to my favorite group of...

5 Steps to Developing a Winning Elevator Pitch for CPAs

5 Steps to Developing a Winning Elevator Pitch for CPAs

You’ve just bumped into one of your ideal clients at a networking event, someone you haven’t met before. You’re speechless because you’ve wanted to work with this person for months (if not years) and here they are standing in front of you. When you reach out to...

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